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Alpha Cubed Investments’s BP BP Stock Holding History

Alpha Cubed Investments’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,154
Closed -$225K – 271
2024
Q3 		$225K Sell
7,154
-1,062
-13% -$35.9K 0.01% 237
2024
Q2 		$297K Buy
8,216
+173
+2% +$6.48K 0.01% 212
2024
Q1 		$303K Sell
8,043
-1,169
-13% -$41.9K 0.02% 202
2023
Q4 		$326K Sell
9,212
-1,443
-14% -$52.8K 0.02% 196
2023
Q3 		$413K Buy
10,655
+1,505
+16% +$55.9K 0.03% 153
2023
Q2 		$323K Sell
9,150
-680
-7% -$25.2K 0.02% 187
2023
Q1 		$373K Sell
9,830
-1,160
-11% -$43.3K 0.03% 175
2022
Q4 		$384K Sell
10,990
-1,321
-11% -$44K 0.03% 190
2022
Q3 		$351K Buy
+12,311
New +$366K 0.03% 178
2019
Q4 		– Sell
-6,550
Closed -$249K – 259
2019
Q3 		$249K Buy
+6,550
New +$250K 0.03% 209
2018
Q4 		– Sell
-8,583
Closed -$361K – 237
2018
Q3 		$361K Buy
8,583
+1,816
+27% +$75.9K 0.04% 203
2018
Q2 		$291K Sell
6,767
-220
-3% -$9.24K 0.04% 169
2018
Q1 		$263K Sell
6,987
-1,943
-22% -$73.2K 0.03% 184
2017
Q4 		$344K Sell
8,930
-2,991
-25% -$108K 0.04% 170
2017
Q3 		$413K Buy
11,921
+4,372
+58% +$139K 0.06% 148
2017
Q2 		$232K Buy
+7,549
New +$235K 0.04% 178
2017
Q1 		– Sell
-26,420
Closed -$846K – 189
2016
Q4 		$846K Buy
+26,420
New +$795K 0.2% 80
2014
Q3 		– Sell
-41,691
Closed -$1.8M – 151
2014
Q2 		$1.8M Sell
41,691
-2,406
-5% -$99.2K 0.8% 41
2014
Q1 		$1.74M Sell
44,097
-17,455
-28% -$688K 0.9% 34
2013
Q4 		$2.45M Buy
+61,552
New +$2.29M 0.88% 30

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alpha Cubed Investments's BP Position: Q4 2024 in Review

Alpha Cubed Investments sold out of BP (BP) in Q4 2024, closing a stake of 7,154 shares — an estimated $225K sold.

Alpha Cubed Investments first reported a position in BP in Q4 2013 and held it in 20 quarters. The position peaked at $2.45M in Q4 2013. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Alpha Cubed Investments reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Alpha Cubed Investments sold 7,154 BP shares in Q4 2024, an estimated $225K.
  • Alpha Cubed Investments first reported a position in BP in Q4 2013 and held it in 20 quarters.
  • Alpha Cubed Investments's BP position peaked at $2.45M in Q4 2013.
  • 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Alpha Cubed Investments's 13F filing for Q4 2024, filed 17 Jan 2025.